For Referral Partners
A Trusted Resource for Your Clients Navigating Senior Living
If you work with seniors and their families, as an attorney, financial advisor, CPA, trust officer, or healthcare professional, Southern Living Placement is the resource you've been looking for.
Who We Partner With
Professionals Who Serve North Georgia Seniors
If your clients are making senior living decisions, we want to be the first call you make on their behalf.
What We Offer
What You Can Offer Your Clients
A completely free service
Our placement guidance costs your clients nothing. We are compensated by the senior living facility, not the family. No fees, ever.
Local North Georgia expertise
We know the assisted living and memory care communities in Forsyth, Cherokee, Dawson, Lumpkin, and White counties personally. We've toured them and know their staff.
Self-pay specialization
We work primarily with private-pay families, so we understand the financial dimension of this decision and communicate clearly about costs and value.
White-glove service
Your clients will be treated with the same care and discretion they expect from you. We listen first, recommend thoughtfully, and never apply pressure.
Speed when it matters
Senior living decisions are often urgent, triggered by a health event or rapid change. We move quickly when a family needs us to.
You stay informed
We keep you in the loop throughout the process. Your client relationship is yours, we support it, not replace it.
When to Refer
When to Think of Us
These are the moments when a referral adds the most value for your clients.
For Attorneys
A client is updating their POA, executing a trust, or filing for guardianship, often a sign that a care transition is imminent. Or a family has just completed estate planning and is now asking "what do we do next?"
For Financial Advisors & Wealth Managers
A client is beginning to draw down assets for care costs, a long-term care insurance policy is activating, or a senior client is selling their home. These are the financial signals that a placement decision is in motion.
For CPAs
You see a large IRA distribution, a home sale, or unusual healthcare spending on a return. These are often signals of a care transition, and a referral to us ensures the family makes a sound placement decision.
For Trust Officers
A beneficiary's health is declining and care decisions need to be made. You need a trusted, vetted placement professional who understands the fiduciary dimension of the recommendation.
For Healthcare Professionals
A patient is being discharged and needs a higher level of care. A home health client's needs have progressed beyond what in-home care can provide. A family is asking 'where do we go from here?'
How to Refer
How Simple It Is
A referral to Southern Living Placement takes less than two minutes.
Make a warm introduction
A simple email or phone call introducing your client to us is all it takes. You can also hand them our card or direct them to our website.
We take it from there
We reach out to the family promptly, conduct a needs assessment, and begin the placement process. We handle everything.
We keep you informed
We'll let you know how the process is going and alert you when a placement is made, so you always know how your client is being served.
Your client thanks you
You've just given a stressed family an expert guide at no cost to them. That's the kind of referral people remember.
About Southern Living Placement
A Little About Us
Southern Living Placement is a family-owned senior living placement service based in North Georgia. We hold active contracts with quality assisted living and memory care communities throughout the region, and we specialize in private-pay placements.
We built this company because we believe families deserve a local expert in their corner, someone who knows these communities personally and can guide them with honesty and care. We are not a national call center. We are your neighbors.
Where We Work
Forsyth, Cherokee, Dawson, Lumpkin, and White counties, with communities in Cumming, Dawsonville, Canton, Dahlonega, and Cleveland.
Let's Connect
The best referral partnerships are built on real relationships. We'd love to introduce ourselves over coffee or a quick call.